Outside The Box Financial Planning, LLC
Wheeling, Illinois
Outside The Box Financial Planning, LLC at a glance
- One of 330 fee-only firms based in Illinois in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 36 individual clients, 6 of them high net worth.
- Its average account is about $130,000 (assets it manages divided by its 78 accounts).
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Illinois · What fee-only advisors charge in Illinois
Facts
| Based in | Wheeling, Illinois |
|---|---|
| Website | otbfinancialplanning.com |
| [email protected] | |
| Phone | (312) 554-5889 |
Questions about Outside The Box Financial Planning, LLC
How much does Outside The Box Financial Planning, LLC charge?
Outside The Box Financial Planning, LLC publishes these prices: one-time plan: from $3,600. We found this on its website, checked October 28, 2026.
How is Outside The Box Financial Planning, LLC paid?
Outside The Box Financial Planning, LLC's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Outside The Box Financial Planning, LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Outside The Box Financial Planning, LLC.
What is the average account at Outside The Box Financial Planning, LLC?
Outside The Box Financial Planning, LLC's average account is about $130,000. That's the assets on its Form ADV divided by its 78 accounts.
What does Outside The Box Financial Planning, LLC specialize in?
Outside The Box Financial Planning, LLC's advisors and website list physicians & residents, retirement planning, tax planning and student loans.
Is Outside The Box Financial Planning, LLC accepting new clients?
Yes, according to Outside The Box Financial Planning, LLC's website, checked October 28, 2026.
Does Outside The Box Financial Planning, LLC work with clients virtually?
Yes. Outside The Box Financial Planning, LLC's website says it works with clients virtually.
Outside The Box Financial Planning, LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $3,600 |
|---|---|
| How it charges | One-time plans or projects |
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $10 million |
| Individual clients | 30 |
| High-net-worth clients | 6 |
| Accounts managed | 78 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 26, 2026 |
| SEC record | CRD 290255 |
Advisors at this firm (1)
Other fee-only firms in Illinois
- Pacesetter Financial Group · Lincoln
- Padden Financial Planning, LLC · Chicago
- Paisley Financial · Homer Glen
- Park River Advisors · Shorewood
- Patrick M Sweeney & Associates · Libertyville
- Pebble Valley Wealth Management · Western Springs
- Pekin Hardy Strauss · Chicago
- Pendulum Partners · Itasca